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Dakota Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Dakota Wealth Management’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Buy
33,728
+16,574
+97% +$584K 0.03% 357
2025
Q4 		$540K Buy
+17,154
New +$533K 0.01% 539

Other funds holding ENFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GHI
Gross & Hartman Investments Leola, Pennsylvania $192M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Dakota Wealth Management's ENFR Position: Q1 2026 in Review

Dakota Wealth Management increased its Alerian Energy Infrastructure ETF (ENFR) stake by 97% in Q1 2026, buying an estimated $584K and bringing the position to 33,728 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #357.

Dakota Wealth Management first reported a position in ENFR in Q4 2025 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold ENFR as of Q1 2026.

  • Dakota Wealth Management held 33,728 shares of Alerian Energy Infrastructure ETF worth $1.29M as of Q1 2026.
  • Dakota Wealth Management bought 16,574 Alerian Energy Infrastructure ETF shares in Q1 2026, an estimated $584K.
  • Alerian Energy Infrastructure ETF made up 0.03% of Dakota Wealth Management's portfolio in Q1 2026, its #357 holding.
  • Dakota Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.